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Newton One Investments LLC Portfolio
$392M across 150 positions as of 2026-09-30, with 81% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $55.9M | 14.3% | 72,983 |
| BNDVanguard Total Bond Market ETF | $54.8M | 14.0% | 781,829 |
| VUGVanguard Growth ETF | $45.2M | 11.5% | 501,536 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $36.2M | 9.2% | 462,114 |
| VTVVanguard Value ETF | $31.8M | 8.1% | 146,946 |
| VEUVanguard FTSE All World Ex US ETF | $27M | 6.9% | 325,441 |
| IJHiShares Core S&P Mid-Cap ETF | $21.3M | 5.4% | 295,677 |
| IJRiShares Core S&P Small-Cap ETF | $18.3M | 4.7% | 134,444 |
| VTEBVanguard Tax-Exempt Bond ETF | $15M | 3.8% | 317,404 |
| IWDiShares Russell 1000 Value ETF | $12M | 3.1% | 48,535 |
| VWOVanguard FTSE Emerging Markets ETF | $10.8M | 2.8% | 182,446 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $10.5M | 2.7% | 67,368 |
| VTIVanguard Total Stock Market ETF | $10M | 2.5% | 26,664 |
| IXUSiShares Core MSCI Total International Stock ETF | $9.2M | 2.3% | 96,407 |
| SCHWAB STRATEGIC TR | $6.5M | 1.7% | 191,360 |
| VBVanguard Small-Cap ETF | $6M | 1.5% | 21,093 |
| AAPLApple Inc | $3.5M | 0.9% | 10,504 |
| VBRVanguard Small-Cap Value ETF | $2.2M | 0.6% | 9,704 |
| IJTiShares S&P SmallCap 600 Growth ETF | $1.7M | 0.4% | 10,342 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.1M | 0.3% | 1,487 |
| VTVanguard Total World Stock Index ETF | $1.1M | 0.3% | 6,719 |
| IJSiShares S&P SmallCap 600 Value ETF | $883.6K | 0.2% | 6,898 |
| IWOiShares Russell 2000 Growth Fund | $782.8K | 0.2% | 2,193 |
| VXFVanguard Extended Market ETF | $589.1K | 0.2% | 2,543 |
| AMZNAmazon.com Inc | $567.6K | 0.1% | 2,278 |
| IVWiShares S&P 500 Growth ETF | $492.9K | 0.1% | 3,465 |
| DIMENSIONAL ETF TRUST | $467.8K | 0.1% | 8,506 |
| GSGoldman Sachs Group Inc | $465.7K | 0.1% | 517 |
| IWFiShares Russell 1000 Growth ETF | $449.7K | 0.1% | 3,590 |
| DEDeere & Co | $439.8K | 0.1% | 655 |
| METAMeta Platforms Inc | $399K | 0.1% | 550 |
| IVEiShares S&P 500 Value ETF | $396.1K | 0.1% | 1,735 |
| VVVanguard Large-Cap ETF | $393K | 0.1% | 1,117 |
| CEGConstellation Energy Corp | $387.4K | 0.1% | 1,525 |
| AON PLC | $370.5K | 0.1% | 1,338 |
| JPMJPMorgan Chase & Co | $364.3K | 0.1% | 1,101 |
| MCDMcDonald's Corp | $225.6K | 0.1% | 977 |
| ORCLOracle Corp | $215.3K | 0.1% | 1,568 |
| VPLVanguard FTSE Pacific ETF | $214.4K | 0.1% | 1,851 |
| VGKVanguard FTSEEuropean ETF | $202.3K | 0.1% | 2,330 |
| ISHARES TR | $200.5K | 0.1% | 464 |
| EXCExelon Corp | $184.9K | 0.0% | 4,578 |
| UNHUnitedHealth Group Inc | $182.1K | 0.0% | 496 |
| DIMENSIONAL ETF TRUST | $180.1K | 0.0% | 2,326 |
| PMPhilip Morris International Inc | $165.8K | 0.0% | 869 |
| VIGVanguard Div Appreciation ETF | $149.9K | 0.0% | 643 |
| PGProcter & Gamble Co | $131.9K | 0.0% | 908 |
| IYWiShares U.S. Technology ETF | $126.8K | 0.0% | 479 |
| VYMVanguard High Dividend Yield ETF | $126.2K | 0.0% | 813 |
| IEFAiShares Core MSCI EAFE ETF | $93.1K | 0.0% | 961 |
| SCHESchwab Emerging Markets Equity ETF | $91K | 0.0% | 2,498 |
| IWMiShares Russell 2000 Index Fund | $87.1K | 0.0% | 313 |
| IBMInternational Business Machines Corp | $86.4K | 0.0% | 393 |
| ESGVVanguard ESG U.S. Stock ETF | $85.8K | 0.0% | 633 |
| SCHCSchwab International Small-Cap Equity ETF | $81.2K | 0.0% | 1,632 |
| VONVVanguard Russell 1000 Value ETF | $72.8K | 0.0% | 670 |
| GOOGLAlphabet Inc | $68.9K | 0.0% | 200 |
| VONGVanguard Russell 1000 Growth ETF | $68.3K | 0.0% | 530 |
| PEPPepsiCo Inc | $66.4K | 0.0% | 524 |
| DGROiShares Core Dividend Growth ETF | $65K | 0.0% | 862 |
| MDYSPDR MidCap Trust Series I | $63.3K | 0.0% | 96 |
| EMREmerson Electric Co | $62K | 0.0% | 400 |
| BRK.BBerkshire Hathaway Inc | $58.3K | 0.0% | 117 |
| ALPHATEC HLDGS INC | $56.8K | 0.0% | 5,500 |
| CVXChevron Corp | $54.1K | 0.0% | 265 |
| CWIState Street SPDR MSCI ACWI ex-US ETF | $52.4K | 0.0% | 1,297 |
| VOVanguard Mid-Cap ETF | $52.4K | 0.0% | 668 |
| PPLPPL Corp | $50.1K | 0.0% | 1,524 |
| WISDOMTREE TR | $46.9K | 0.0% | 631 |
| JNJJohnson & Johnson | $46.2K | 0.0% | 174 |
| VZVerizon Communications Inc | $45.4K | 0.0% | 989 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $44.4K | 0.0% | 457 |
| MSFTMicrosoft Corp | $38.7K | 0.0% | 75 |
| IEMGiShares Core MSCI Emerging Markets ETF | $38.2K | 0.0% | 471 |
| APDAir Products and Chemicals Inc | $38K | 0.0% | 137 |
| NVDANVIDIA Corp | $34.3K | 0.0% | 150 |
| MOAltria Group Inc | $29.1K | 0.0% | 432 |
| NFLXNetflix Inc | $26.4K | 0.0% | 380 |
| ADPAutomatic Data Processing Inc | $26.4K | 0.0% | 102 |
| UTZUTZ Brands Inc | $25.1K | 0.0% | 1,760 |
| QCOMQualcomm Inc | $24.8K | 0.0% | 135 |
| TAT&T Inc | $23.2K | 0.0% | 950 |
| XOMExxonmobil Holdings Corp | $22.5K | 0.0% | 138 |
| VSGXVanguard ESG International Stock ETF | $21.3K | 0.0% | 263 |
| REVOLUTION MEDICINES INC | $20.5K | 0.0% | 100 |
| GEGeneral Electric Co | $19.7K | 0.0% | 63 |
| CSCOCisco Systems Inc | $17.3K | 0.0% | 161 |
| HDHome Depot Inc | $17.2K | 0.0% | 61 |
| MMM3M Co | $17K | 0.0% | 104 |
| MDLZMondelez International Inc | $14.6K | 0.0% | 252 |
| LYFTLyft Inc | $14.4K | 0.0% | 962 |
| GEVGE Vernova Inc | $14.3K | 0.0% | 15 |
| ECLEcolab Inc | $14.3K | 0.0% | 52 |
| CTVACorteva Inc | $13.8K | 0.0% | 178 |
| SCZiShares MSCI EAFE Small-Cap ETF | $12.9K | 0.0% | 153 |
| WFCWells Fargo & Co | $12.5K | 0.0% | 156 |
| UNMUnum Group | $12.3K | 0.0% | 140 |
| VANECK BITCOIN ETF | $12.2K | 0.0% | 518 |
| USMViShares MSCI USA Min Vol Factor ETF | $12K | 0.0% | 123 |
| KOCoca-Cola Co | $11.9K | 0.0% | 139 |
| GOOGAlphabet Inc | $11.6K | 0.0% | 34 |
| CMCSAComcast Corp | $10.7K | 0.0% | 491 |
| TSLATesla Inc | $10.6K | 0.0% | 30 |
| DDominion Energy Inc | $9.5K | 0.0% | 156 |
| PINSPinterest Inc | $9.4K | 0.0% | 500 |
| DLRDigital Realty Trust Inc | $9.1K | 0.0% | 52 |
| DDDupont De Nemours Inc | $7.8K | 0.0% | 60 |
| WBDWarner Bros Discovery Inc | $7.1K | 0.0% | 229 |
| DOWDow Inc | $5.7K | 0.0% | 208 |
| FSLRFirst Solar Inc | $5.3K | 0.0% | 30 |
| MSMorgan Stanley | $4.7K | 0.0% | 25 |
| AMPLIFY ETF TR | $4.4K | 0.0% | 55 |
| NVONovo Nordisk A/S | $4.4K | 0.0% | 115 |
| CVSCVS Health Corp | $4.3K | 0.0% | 50 |
| DISWalt Disney Co | $4.1K | 0.0% | 39 |
| TXNTexas Instruments Inc | $3.9K | 0.0% | 14 |
| BACBank of America Corp | $3.9K | 0.0% | 72 |
| CHWYChewy Inc | $3.6K | 0.0% | 200 |
| ABBVAbbVie Inc | $3.4K | 0.0% | 13 |
| ON HLDG AG | $3.4K | 0.0% | 114 |
| JERSEY MIKES SUBS INC | $3.4K | 0.0% | 200 |
| UPSUnited Parcel Service Inc | $3.3K | 0.0% | 35 |
| VODVodafone Group PLC | $3K | 0.0% | 187 |
| TMOThermo Fisher Scientific Inc | $2.8K | 0.0% | 4 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.7K | 0.0% | 6 |
| CSXCSX Corp | $2.7K | 0.0% | 58 |
| SMHVanEck Semiconductor ETF | $2.4K | 0.0% | 4 |
| LINDE PLC | $2.4K | 0.0% | 5 |
| LLYEli Lilly and Co | $2.3K | 0.0% | 2 |
| HLTHilton Worldwide Holdings Inc | $2.2K | 0.0% | 7 |
| EATON CORP PLC | $2.1K | 0.0% | 5 |
| SOLVSolventum Corp | $2.1K | 0.0% | 24 |
| KHCKraft Heinz Co | $2.1K | 0.0% | 93 |
| J P MORGAN EXCHANGE TRADED F | $2K | 0.0% | 19 |
| KBWBInvesco KBW Bank ETF | $1.9K | 0.0% | 22 |
| ASML HLDG NV | $1.8K | 0.0% | 1 |
| EUFNiShares MSCI Europe Financials ETF | $1.7K | 0.0% | 42 |
| IM GLOBAL PARTNER FUNDS | $1.6K | 0.0% | 50 |
| HWMHowmet Aerospace Inc | $1.6K | 0.0% | 7 |
| WISDOMTREE TR | $1.6K | 0.0% | 9 |
| GEHCGE Healthcare Technologies Inc | $1.3K | 0.0% | 20 |
| XBIState Street SPDR S&P Biotech ETF | $1.3K | 0.0% | 8 |
| ODFLOld Dominion Freight Line Inc | $1.2K | 0.0% | 7 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $998 | 0.0% | 19 |
| TRANE TECHNOLOGIES PLC | $691 | 0.0% | 2 |
| VSNTVersant Media Group Inc | $603 | 0.0% | 19 |
| COPXGlobal X Copper Miners ETF | $539 | 0.0% | 6 |
| PTONPeloton Interactive Inc | $499 | 0.0% | 100 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $469 | 0.0% | 6 |
| DOUGLAS ELLIMAN INC | $105 | 0.0% | 69 |
Quarter ending 2026-09-30.
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